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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
10,936
Value
$3.86M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of HD by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,936$3.86M0.1%+1,201+12.3%AddedHolders
Q1 20269,735$3.20M0.1%−1,951−16.7%ReducedHolders
Q4 202511,686$4.02M0.2%−447−3.7%ReducedHolders
Q3 202512,133$4.92M0.3%−2,645−17.9%ReducedHolders
Q2 202514,778$5.42M0.5%+1,257+9.3%AddedHolders
Q1 202513,521$4.96M0.5%+11,261+498.3%AddedHolders
Q4 20242,260$879.0K0.1%+590+35.3%AddedHolders
Q3 20241,670$676.8K0.1%+1,042+165.9%AddedHolders
Q2 2024628$216.0K0.1%−219−25.9%ReducedHolders
Q1 2024847$325.0K0.1%+847NewHolders